As technology stocks pass their dotcom peak, Josh Spencer, manager of the T. Rowe Price Global Technology Equity fund, identifies six key disruptive megatrends within the sector.
The rise of semiconductors
Brazil is a good illustration of why many investors remain wary of emerging market debt (EMD), despite the serious attractions of the asset class.
Three macro trends should shape the Japanese economy over the next couple of years.
The most important factor for European equities for the foreseeable future will be the direction of bond yields.
It is clear to many market participants that focusing attention solely on traditional company-specific data such as standard ratios and financial outputs is no longer adequate.
It has been widely reported the UK consumer is facing headwinds and potential challenges on a number of fronts.
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Was at Neptune for ten years
Unusually compelling valuations
AUM up by $2.8bn during quarter
Buying stocks with overseas exposure
Co-manager with Edmund Harriss
How are films and investing connected?
New data from UBS
M&G's Johan Du Preez
Pictet Asset Management's Tomás Pinto
Wells Fargo's Garth Nisbet
Three key areas of concern
Closes on 31 August
Weekly outflows of €759m